In light of the hurricanes that hit California and this week in Florida, now is a great time to take a closer look at your risk management objectives. At U.S. Captive Partners & Associates, our clients are already well-positioned in their coverage for 2024. Our proprietary turn-key system ensures our clients never miss a beat when it comes to their protection.
If you have not met with us yet or know someone who can benefit from a captive, here are some questions to think about before 2024 gets here:
1. If you have not started thinking about your risk management objectives, you need to begin today. Clients are always amazed at how much risk they really have once they write them down.
2. What are everyone's schedules between now and the end of the year? If the decision maker or their advisor is unavailable, it can slow or even stop the process altogether.
3. Make sure EVERYONE, especially the decision maker, is made aware and understands the steps necessary for implementing the captive.
4. Once our team gets involved, our turn-key system involves processes that must be addressed at certain stages. It is critical to respond quickly so we can meet the year-end deadlines.
If you have any questions about implementing a Captive, call me directly or visit our Captive 101 section on our website by
Clicking Here.
Sincerely,